Whitehills-based Questa Chartered has expanded its team of independent financial planners with the appointment of Kate Pedler.
Kate has more than 10 years’ experience in the financial services sector and brings an impressive portfolio of clients to the Fylde-based company.
Joining from HSBC, where she worked as an independent financial planner supporting clients across Lancashire and Cumbria, Kate has particular expertise in pensions, automatic enrolment and risk management.
She has built up a strong profile in the region and will be responsible for advising new and existing clients on all aspects of independent financial planning, with a focus on personal affairs.
Kate, who lives in Marton, Blackpool, said: “I am delighted to have joined Questa Chartered and have been impressed by the professionalism and commitment of the team. I look forward to working with them on new developments and opportunities to expand our range of services to clients across the North West and beyond.”
Anthony Hoskisson, managing director of Questa Chartered, said: “Kate is a highly regarded individual who is passionate about her work.
“As the financial services sector continues to go through a period of significant change, Kate will be helping individuals and businesses make the most of the many new opportunities available to deliver financial security now and in the future.”
Originally from Ramsbottom, Kate is married and has two dogs.